Overview
Assets Under Management: $214 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 542
Discretionary Accounts: 517
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 143409
Last Filing Date: 2025-01-29 00:00:00
Website: https://lewisam.com